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AC FUNDS, LLC

RIDGEWOOD, NJ · CRD 311748 · IAPD ↗ · advisorscapfunds.com · 201-426-0081

$1.03BRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2026 — AC FUNDS, LLC crossed $1B in regulatory AUM ($578.6M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
60
June 2025 — AC FUNDS, LLC crossed $500M in regulatory AUM ($343.5M -> $578.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
62
April 2024 — AC FUNDS, LLC reported RAUM up 72% ($200.2M -> $343.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.